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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,610 | $198,461-35.2% | $170,436-24.5% | $147,585-12.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.79% | 257.30%-237.5pp | 205.94%-186.1pp | 578.57%-558.8pp |
| Employer contribution / active EE | $19,398 | $6,184+213.7% | $5,433+257.1% | $4,876+297.8% |
| Participant deferral / active EE | $8,307 | $5,629+47.6% | $4,939+68.2% | $5,439+52.7% |
| Admin fee / account holder | $2,273 | $16,852-86.5% | $13,880-83.6% | $10,885-79.1% |